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It's time to take a close look at your bond portfolio
RETIREMENT PLANNING JUL 29, 2015
It's time to take a close look at your bond portfolio

<i>Breakfast with Benjamin</i> We all know a rate hike is coming, and ignoring it is not a plan &amp;mdash; so the time is now to look at bond allocations.

By Jeff Benjamin
RETIREMENT PLANNING JUL 29, 2015
Feeling retirement stress? Some products offer guaranteed income stream

While not for everyone, Americans need a better understanding of annuities and other products that can provide them with steady income in retirement.

By Amy Podzius
RETIREMENT PLANNING JUL 29, 2015
Looking to buy a home? How you can win a bidding war without having the most cash

Polish your letter-writing skills and start kissing up to the sellers. Pie, anyone?

By Bloomberg
RETIREMENT PLANNING JUL 29, 2015
What you may not have realized about debt

Owing money can be both deadly and lucrative. Here's how to tell the difference.

By Bloomberg
INDUSTRY NEWS JUL 29, 2015
These people often get a car insurance break while others pay a penalty

Many insurers factor marital status into pricing, a new study finds.

By Bloomberg
LPL Financial CEO Mark Casady says firm close to finish line with fines and settlements
BROKER DEALERS JUL 29, 2015
LPL Financial CEO Mark Casady says firm close to finish line with fines and settlements

Chief executive Mark Casady says the firm has &quot;couple things left to go&quot; before enforcement actions resolved.

By Bruce Kelly
Federal Reserve could offer clues to rate hike at this week's meeting
FIXED INCOME JUL 29, 2015
Federal Reserve could offer clues to rate hike at this week's meeting

With Janet Yellen widely expected to hold policy steady at this week's meeting, Fed watchers looking to the central bank's statement on Wednesday for clues on liftoff.

By Bloomberg
PRACTICE MANAGEMENT JUL 29, 2015
Let the client decide how to communicate

If your firm doesn't offer alternatives to face-to-face meetings, now is the time to draw up a game plan.

By MFXFeeder
PRACTICE MANAGEMENT JUL 29, 2015
Liquidity restrictions haunt money-market funds

As investors hunt for yield and security, money-market fund managers detail their changes.

By Trevor Hunnicutt
RETIREMENT PLANNING JUL 28, 2015
Crashing commodity prices will give the Fed one more reason to not raise rates

<i>Breakfast with Benjamin</i>: Crashing commodity prices are real, and the result might be another delay to the Fed's rate hike.

By Jeff Benjamin
Securities class-action suits decline again as market volatility eases
REGULATION AND LEGISLATION JUL 28, 2015
Securities class-action suits decline again as market volatility eases

Number of cases and size of firms involved continues to fall but that doesn't necessarily mean there is less fraud

By Barry B. Burr
Under regulatory pressure, Voya restricts sales of more variable annuities
RETIREMENT PLANNING JUL 28, 2015
Under regulatory pressure, Voya restricts sales of more variable annuities

Voya Financial Advisors has restricted sales of variable annuities for the second time in two months, as the brokerage firm faces increased pressure from regulators questioning the suitability of the products for retirement savers.

By Trevor Hunnicutt
INDUSTRY NEWS JUL 28, 2015
Search your attic: Some rare collectibles outperform stocks and bonds

From movie posters and Hermes Birkin handbags to Apple 1 computers and Nobel Prize medals, these tangible alternative investments score big.

By Bloomberg
EQUITIES JUL 28, 2015
A warning shot across the market's bow

<i>Breakfast with Benjamin:</i> Package delivery company UPS has warned that the U.S. economy appears to be slowing. That's bad news for the Fed and stock investors.

By Jeff Benjamin
IRA ALERT JUL 28, 2015
Consider a Roth IRA to supercharge your college-saving efforts

The popular retirement vehicle has several advantages over a traditional 529 plan in many cases.

By Ed Slott
New study says 'buy term, invest the difference' is bunk when it comes to life insurance
RETIREMENT PLANNING JUL 28, 2015
New study says 'buy term, invest the difference' is bunk when it comes to life insurance

Standard advice leaves many Americans underinsured and unprepared for retirement.

By Mary Beth Franklin
China stock-market drop to get worse before it gets better — but it will rebound eventually
INDUSTRY NEWS JUL 28, 2015
China stock-market drop to get worse before it gets better — but it will rebound eventually

It's premature to think that Chinese stocks have hit rock bottom, but investing for the long term means getting in at the right time and riding out inevitable storms.

By Liz Skinner
REGULATION AND LEGISLATION JUL 28, 2015
Camardas: None of the 70,000 CFPs are entitled to their day in court

Financial advice couple who sued CFP Board over use of the fee-only compensation label responds to U.S. District Judge Richard J. Leon's opinion, made public Tuesday, in the dismissed case.

By Jeffrey and Kimberly Camarda
Morgan Stanley ordered to pay $2.4M arbitration award over former broker's trades
PRACTICE MANAGEMENT JUL 28, 2015
Morgan Stanley ordered to pay $2.4M arbitration award over former broker's trades

Broker Steven Mark Wyatt was accused of unauthorized and excessive stock-market trading during and after the 2008 financial crisis.

By Trevor Hunnicutt
LPL Financial plans to launch robo-adviser in next two months
FINTECH JUL 28, 2015
LPL Financial plans to launch robo-adviser in next two months

Dan Arnold, LPL's president, says the firm plans to launch a robo that won't replace its financial advisers but will &quot;gain a certain amount of the market.&quot;

By Bruce Kelly